- Lincoln Financial (Radnor, PA)
- …on regulatory matters related to mutual fund registration documents and fund financial statements. * Preparing SEC filings of funds and advises and coordinating ... on a broad variety of matters related to SEC-registered investment funds and the Annual Update with the SEC...the primary technical expert and liaison with the fund's financial printer and prospectus system. * Providing subject matter… more
- TD Bank (Huntingdon Valley, PA)
- …by promoting these items and educating the Customers to assist with their financial needs + Requires knowledge and understanding of financial literacy/a broad ... a more complex product) + Connects with our Customers/Prospects, provides financial advice, and deepens relationships through lead management activities to include… more
- Bank of America (Sewickley, PA)
- …knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- Bank of America (Pittsburgh, PA)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- TD Bank (Philadelphia, PA)
- …with customers and conduct needs-based conversations, review and analyze financial information, suggest appropriate product and/or service options, and coordinate ... System and Registry) + Partners regularly with the Wealth Financial Advisor, which includes driving joint pipeline review meetings...Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them… more
- TD Bank (Doylestown, PA)
- …and educational support on services, products, and tools to help Customers achieve their financial goals. **Depth & Scope:** + Performs a wide range of tasks across ... ultimately attract, and retain the customer + Understands customer financial needs to identify opportunities to promote and educate...Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them… more
- TD Bank (Flourtown, PA)
- …liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking ... growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. **Depth & Scope:** +… more
- Wacker Chemical (Allentown, PA)
- …responsibility of the Business Unit Controller is to provide strong financial /business leadership, directly supporting two Business Team Leaders in achieving the ... strategic, operational and financial goals and objectives of the business. The Controller...is responsible for the analysis of key customer contracts, investments , profit improvement programs or other strategic initiatives. Collaboration… more
- Logitech (Harrisburg, PA)
- …profit improvement, while ensuring strong processes and controls are in place on financial planning & reporting. The SR Finance Manager, Global Direct E-Commerce is ... organization, ranging from the Tech team (Long-Term / R&D-like investments ) to the Marketing team (incl. modeling of advertising...independent view on the business and on assessing the financial impact of the decisions that need to be… more
- Robert Half Finance & Accounting (Radnor, PA)
- Description Robert Half has partnered with an investment firm on their search for a Staff Accountant with strong general accounting skills. The responsibilities for ... activities, reviewing general ledger accounts, credit card reconciliations, preparing financial reports, assisting with financial research, maintaining internal… more